Zola Suite Software

4.62 / 5 (100)

Our advisors have recommended this product 1 time in the last 30 days

About Zola Suite

Zola Suite is a cloud-based legal practice management solution for law firms of all sizes. Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite integrates with users’ existing email accounts and automatically detects inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. Zola's document management capabilities allow users to manage and store documents, control versions, comment on and tag documents, as well ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

99 Reviews of Zola Suite

Average User Ratings

Overall

4.62 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(74)

74

4 stars

(19)

19

3 stars

(3)

3

2 stars

(3)

3

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 99 results

September 2019

Kit from Justice Legal Team, PLLLP

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2019

Best overall in case management software, but has minor UI annoyances

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Pros

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Cons

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Reasons for Choosing Zola Suite

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs wtih Gsuite email makes keeping case-related correspondence a snap.

September 2019

Jeffrey from Johnson & Krol, LLC

Company Size: 11-50 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Great Suite to Manage Law Practice

I'm amble to monitor my associates with ease. The problem, like everything else, was getting them to buy in. Once they did, everyone's life is much easier.

Pros

There is so much information that you can include within each matter, including contacting information, billable, documents, emails, etc., that makes it the only comprehensive choice that I would consider for law practice management.

Cons

I wish there was a dashboard that was developed for each matter that displayed everything in one comprehensive page, rather than having to visit multiple tabs.

January 2020

Steven from Steven P. Gruenberg, Attorney at Law

Company Size: 1 employee

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Great Product for Solo

My overall experience has been very satisfactory. Customer service is excellent. When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much. The ability to do accounting and generate basic reports, which is all that I need, is very convenient. There is so much more that it can do, and I learn something new every day.

Pros

Zola Suites has helped me to be able to capture the time sending emails and making phone calls that ordinarily would slip through the cracks. This product more than pays for itself

Cons

i wish that Contacts would automatically link to my contacts on my Iphone

Reasons for Choosing Zola Suite

The ability to do accounting under the same subscription makes this product more cost effective.

December 2019

Vince from Law Offices of Vince G. Portlock

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Former (long time) Clio User Converting to Zola Suite

I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.

Pros

First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).

Cons

The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.

Reasons for Choosing Zola Suite

Email management. Document management. Intake forms and Matter fields.

February 2018

Catherine from Blackburn Law Firm, PLLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

February 2018

I am sorry to say that this company cannot deliver the product it promised.

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.

Pros

The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.

Cons

Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.

Response from Zola Suite

Replied February 2018

We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering. Fred Cohen, CEO